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Size ($ in 1000's)
At 12/31/2023: $162,580 At 09/30/2023: $144,911
Ergawealth Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ergawealth Advisors Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Ergawealth Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by Ergawealth Advisors Inc..
In the Ergawealth Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Ergawealth Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the Ergawealth Advisors Inc. top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
J P MORGAN EXCHANGE TRADED F (JEPI) |
491,771 |
-109,640 |
$27,038 | JEPI | 491,771 | -109,640 | $27,038 | FIRST TR EXCHANGE TRADED FD (FTCS) |
223,411 |
-14,903 |
$17,882 | FTCS | 223,411 | -14,903 | $17,882 | CAPITAL GROUP GROWTH ETF (CGGR) |
584,954 |
-2,335 |
$16,513 | CGGR | 584,954 | -2,335 | $16,513 | CAPITAL GROUP DIVIDEND VALUE |
501,365 |
-24,956 |
$14,961 | CGDV | 501,365 | -24,956 | $14,961 | FIRST TR EXCHANGE TRADED FD (RDVY) |
219,104 |
+33,833 |
$11,321 | RDVY | 219,104 | +33,833 | $11,321 | FIRST TR EXCHANGE TRADED FD (KNG) |
202,358 |
+143,957 |
$10,458 | KNG | 202,358 | +143,957 | $10,458 | FIRST TR EXCHANGE TRADED FD (SDVY) |
279,397 |
+19,628 |
$9,156 | SDVY | 279,397 | +19,628 | $9,156 | PACER FDS TR |
216,204 |
-3,089 |
$8,862 | PALC | 216,204 | -3,089 | $8,862 | PACER FDS TR |
213,622 |
+11,244 |
$7,184 | ALTL | 213,622 | +11,244 | $7,184 | APPLE INC |
26,401 |
+2,817 |
$5,083 | AAPL | 26,401 | +2,817 | $5,083 | J P MORGAN EXCHANGE TRADED F (JPST) |
93,788 |
-2,237 |
$4,711 | JPST | 93,788 | -2,237 | $4,711 | FIRST TR EXCHANGE TRADED FD (RDVI) |
158,285 |
+147,845 |
$3,653 | RDVI | 158,285 | +147,845 | $3,653 | FIRST TR MORNINGSTAR DIVID L (FDL) |
92,252 |
-43,675 |
$3,310 | FDL | 92,252 | -43,675 | $3,310 | ISHARES TR (USMV) |
28,281 |
+696 |
$2,207 | USMV | 28,281 | +696 | $2,207 | SHERWIN WILLIAMS CO |
4,500 |
UNCH |
$1,404 | SHW | 4,500 | UNCH | $1,404 | FIRST TR EXCHNG TRADED FD VI (UCON) |
56,571 |
+34,282 |
$1,400 | UCON | 56,571 | +34,282 | $1,400 | CAPITAL GROUP GBL GROWTH EQT |
46,621 |
-18,309 |
$1,200 | CGGO | 46,621 | -18,309 | $1,200 | ISHARES TR (QUAL) |
7,974 |
-306 |
$1,173 | QUAL | 7,974 | -306 | $1,173 | PACER FDS TR |
43,603 |
+14,644 |
$1,128 | PSFF | 43,603 | +14,644 | $1,128 | BERKSHIRE HATHAWAY INC DEL |
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$1,069 | BRK.B | 2,998 | +97 | $1,069 | FORD MTR CO DEL |
75,500 |
+500 |
$920 | F | 75,500 | +500 | $920 | ABBVIE INC |
4,855 |
UNCH |
$752 | ABBV | 4,855 | UNCH | $752 | PACER FDS TR |
14,314 |
+601 |
$744 | COWZ | 14,314 | +601 | $744 | PACER FDS TR |
14,545 |
+14,545 |
$699 | CALF | 14,545 | +14,545 | $699 | INVESCO QQQ TR |
1,490 |
+57 |
$610 | QQQ | 1,490 | +57 | $610 | FIRST TR NAS100 EQ WEIGHTED (QQEW) |
4,974 |
+116 |
$584 | QQEW | 4,974 | +116 | $584 | ISHARES TR (SMLF) |
9,038 |
-190 |
$532 | SMLF | 9,038 | -190 | $532 | ISHARES TR (LRGF) |
10,022 |
-9 |
$484 | LRGF | 10,022 | -9 | $484 | CHEMOURS CO |
15,100 |
UNCH |
$476 | CC | 15,100 | UNCH | $476 | AMAZON COM INC |
2,963 |
+230 |
$450 | AMZN | 2,963 | +230 | $450 | ABBOTT LABS |
4,078 |
UNCH |
$449 | ABT | 4,078 | UNCH | $449 | ISHARES TR (MTUM) |
2,845 |
-123 |
$446 | MTUM | 2,845 | -123 | $446 | BANK AMERICA CORP |
12,800 |
UNCH |
$431 | BAC | 12,800 | UNCH | $431 | FRANKLIN TEMPLETON ETF TR (FLMX) |
12,587 |
+838 |
$417 | FLMX | 12,587 | +838 | $417 | SIREN ETF TR (LEAD) |
6,829 |
+307 |
$415 | LEAD | 6,829 | +307 | $415 | ELI LILLY & CO |
625 |
-2 |
$364 | LLY | 625 | -2 | $364 | MICROSOFT CORP |
888 |
UNCH |
$334 | MSFT | 888 | UNCH | $334 | KRAFT HEINZ CO |
9,000 |
UNCH |
$333 | KHC | 9,000 | UNCH | $333 | INTERNATIONAL BUSINESS MACHS |
2,000 |
UNCH |
$327 | IBM | 2,000 | UNCH | $327 | FIRST TR EXCHANGE TRADED FD (FDN) |
1,648 |
-92 |
$307 | FDN | 1,648 | -92 | $307 | J P MORGAN EXCHANGE TRADED F (JMST) |
6,028 |
-950 |
$306 | JMST | 6,028 | -950 | $306 | BROADCOM INC |
268 |
+268 |
$299 | AVGO | 268 | +268 | $299 | CDW CORP |
1,287 |
+3 |
$293 | CDW | 1,287 | +3 | $293 | INVESCO EXCHANGE TRADED FD T (PKW) |
2,855 |
+2,855 |
$283 | PKW | 2,855 | +2,855 | $283 | ISHARES TR (XT) |
4,510 |
-41 |
$270 | XT | 4,510 | -41 | $270 | DOW INC |
4,733 |
UNCH |
$260 | DOW | 4,733 | UNCH | $260 | FIRST TR EXCHNG TRADED FD VI (DJUN) |
6,003 |
UNCH |
$228 | DJUN | 6,003 | UNCH | $228 | FIRST TR EXCHNG TRADED FD VI (DAPR) |
7,001 |
+7,001 |
$227 | DAPR | 7,001 | +7,001 | $227 | FIRST TR EXCHANGE TRADED FD (FBT) |
1,417 |
-111 |
$224 | FBT | 1,417 | -111 | $224 | OLIN CORP |
4,000 |
+4,000 |
$216 | OLN | 4,000 | +4,000 | $216 |
See Full List: All Stocks Held By Ergawealth Advisors Inc.
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Ergawealth Advisors Inc.
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